Portfolio Manager, Servicing

The role

The Client Relationship Manager serves as the primary relationship manager for a portfolio of servicing clients and strategic partners. This role oversees client relationships, coordinates servicing operations, and supports servicing transfer initiatives.

What you will do

• Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
• Build and maintain strong client relationships through proactive communication and operational support.
• Lead servicing oversight activities, including issue resolution and operational escalations.
• Partner with internal servicing teams to ensure execution of servicing obligations.
• Drive implementation of operational improvements and servicing strategies.
• Monitor portfolio performance metrics, servicing trends, and operational risk indicators.
• Coordinate and manage client requests and servicing approvals.
• Lead and coordinate servicing transfer activities including onboarding and offboarding.
• Support issue resolution efforts related to servicing discrepancies and customer escalations.
• Perform oversight and reconciliation of servicing-related invoices, fees, and reporting.

Required qualifications

• 5+ years of experience in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services experience.
• Strong understanding of servicing operations, loan portfolios, payment processing, escrow administration, servicing transfers, and customer servicing workflows.
• Knowledge of regulatory servicing requirements and operational compliance standards.
• Exceptional client relationship management and communication skills.
• Strong analytical, organizational, and problem-solving capabilities.
• Ability to manage multiple priorities in a fast-paced, growth-oriented environment.
• Experience leading cross-functional operational initiatives and process improvements.
• Strong analytical, reporting, and problem-solving capabilities, with experience leveraging Excel, business intelligence platforms, AI-assisted tools, and operational analytics.
• Strong presentation and executive communication skills.

Nice to have

• Bachelor’s degree in Business, Finance, Operations, or related field
• Prior experience in a client-facing servicing, portfolio oversight, or operational management role
• Experience managing or coordinating servicing transfers
• Manufactured housing, consumer finance, or specialty servicing experience is a plus
• Familiarity with manufactured housing finance and servicing operations
• Experience with servicing systems, operational reporting tools, or business intelligence platforms is a plus

Benefits

• Competitive salary with potential for annual bonuses and variable pay
• Equity in the company
• Remote work
• Medical, dental, and vision insurance
• Company-subsidized STD, LTD, and life insurance
• Medical & dependent care FSAs
• Training and licensing support
• Generous PTO
• Wellbeing programs including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, and Ladder
• Paid parental leave
• No Meeting Wednesdays
• Career growth opportunities

Before you apply

• Applicants must reside in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Orego
• Applicants must be prepared to potentially meet in person as part of the process.
• Employer uses E-Verify to confirm employment eligibility.

About the company

Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, the company provides home loans and insurance to manufactured home buyers throughout the United States.